Big Technology Podcast · Wednesday, September 9, 2026
The discussion draws a parallel to Samsung's foldable phone push in 2021, which saw a 6% increase in overall sales and an 11% rise in revenue. This precedent suggests that Apple's entry into the foldable market, despite the high price point, could similarly boost its financial performance.
“Right. And so when Samsung made its big foldable phone push in 2021, uh, interesting thing happened. So first of all, their overall sales went up by 6%, but revenue went up 11%.”
“And I think when you look at what Apple is doing, remember, uh, you know, up until the 17th, the iPhone sales were effectively stagnating, right? 17 had a bunch of new features people liked. And now, uh, we're seeing some good sales. They've up, I think 21% quarter over quarter or year over year in the first quarter of this year.”